FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are competitive with other tax professionals (CPAs) and I usually offer discount for the first year.
- What is your typical process for working with a new customer?
I do spend some time to get to know my customer and then I review the tax documents before I commence the work.
- What education and/or training do you have that relates to your work?
I have over thirty years of experience in tax and accounting field. I'm Certified Public Accountant, IRS Enrolled Agent and Chartered Global Management Accountant. I regularly attend seminars to keep up with the new tax law changes.